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Letter "J" » John Silvia Quotes
«The secular trend of foreign private interest in U.S. securities is likely to continue as long as the U.S. economy remains strong.»
«You can no longer make the argument that there is a lot of excess capacity out there. The bias on inflation is a little bit to the upside and the Fed has to be careful about that.»
«We are currently estimating first-quarter US real gross domestic product growth at 5.3 per cent and feel the risks are nearly uniformly stacked on the upside.»
«They see these older cities that others may have passed over or thought for dead as environments where they can really create their own living space.»
«I suspect that there's a little optimism that the Fed will signal that they are just about done, that they'll change their language from saying 'further policy firming may be' to saying it 'might be' needed.»
«Growth looks solid. The problem is prices paid were up again, suggesting inflation pressures remain a concern.»
«Employment and wages are stronger and therefore, consumer spending is stronger. Housing is slowing, but not as much as we would have expected, and the price of oil is so far not having that big an impact on the consumer.»
«In no way is that positive for the administration in the fall. We are going to be in Iraq at the same time. It's war and the (slowing) economy. That has to be negative for the administration.»
«The problem is, it doesn't look like a leadership position. [Top Wall Street] guys aren't going to hang around and just be salesmen.»
«We're expecting housing to be flat in the second quarter and a drag on economic growth in the third quarter and fourth quarter.»